Grapevine Surveys and OrderlyEmails
Easily integrate any Grapevine Survey into your Shopify email templates using the popular OrderlyEmails app for Shopify by FORSBERG+two. Setup the survey in Grapevine, then add it to your custom email design in OrderlyEmails with just a few clicks. Gathering valuable feedback from your customers has never been easier.
Why standalone surveys?
If you're already gathering customer attribution insights via a post-purchase survey, then standalone survey pages can be used to further build on your understanding of those customers as they pass through each stage of the customer journey.
Standalone surveys open up the potential to learn more about every aspect of your business.
Distributing your standalone survey pages
The method you choose to distribute standalone surveys will depend on which stage of the customer journey your survey is intended to gather feedback on.
Shopify's email notifications are widely used to notify customers at crucial customer touchpoints, like an abandoned checkout, confirmation of shipping, an order refund or the approval of a return request.
Shopify's default notification emails can be quite basic and not that easy to customize. Many of our merchants have utilized the OrderlyEmails app to fully brand their email notifications and drop in post-purchase discounts, recommended products and upsells at the same time.
Let's take a look at why merchants choose to use OrderlyEmails.
What does OrderlyEmails do?
OrderlyEmails is a design tool that helps Merchants to customise the default customer notification emails that are sent out by Shopify when certain actions are taken on your store, for example, the order confirmation email, the customer account welcome email and the shipping confirmation email.
OrderlyEmails does not send any emails itself, but instead upgrades the plain, default email notifications with more stylised, professional and effective designs.
Their intuitive email designer picks up on the existing styles used within your Shopify theme and allows you to design your emails with ease. When ready, you just copy the HTML and liquid code that the design tool generates and replace the existing code within your selected Shopify notification templates.
Simple yet effective!
So how can OrderlyEmails work with my standalone surveys?
Let's use your shipping process as a customer touchpoint example to explain how Grapevine Surveys and OrderlyEmails can work together.
Your shipping process is an important part of the customer experience and as such it requires frequent monitoring to ensure that it is performing well. This customer touchpoint presents a perfect opportunity to gather feedback on the condition and timeliness of a shipped order via a customer experience survey.
As soon as the order has been marked as delivered in your Shopify Store, either manually or via a tracking/courier service, the Shipment Delivered Shopify notification will be sent to the customer.
The OrderlyEmails integration with Grapevine Surveys allows you insert a Grapevine - feedback survey section into your Shopify notification templates asking customers to take a survey.
Here is an example showing the OrderlyEmails design tool where the Grapevine - feedback survey section has been added to the Shipment Delivered notification email:
When adding the Grapevine - feedback survey section to the notification template, the wording, survey link and location of the section can all be customised within the OrderlyEmails design tool.
What if I have already generated my templates using OrderlyEmails?
Merchants that have already used the OrderlyEmails app to generate their Shopify notification templates can revisit the OrderlyEmails app to add in the Grapevine - feedback survey section. All that's needed then is to regenerate the new code and replace the old code in their Shopify notification templates.
How do I set this up?
You will first need to make sure that you have installed the OrderlyEmails app via the Shopify App Store.
Grab your standalone survey page link from the survey you are looking to add into a Shopify notification template - how to find your standalone survey link
Follow the guide by OrderlyEmails on how to include the Grapevine - Feedback survey section into your Shopify notification templates.
Adding identifiable data to the standalone link
OrderlyEmails also supports the use of identifiable URL parameters within the standalone survey link. By preloading the survey respondents identifiable data within the URL, the respondent will not be asked to fill in their details before being able to submit their survey.
The liquid variables you use to populate the parameter values will depend on the notification template that you are configuring. A list of the Shopify notification templates available in OrderlyEmails is detailed in the next section.
The following parameters are available for inclusion into the standalone survey page URL:
- customer_id
- order_id
- first_name
- last_name
If we take the order_confirmation notification as an example, we know that we can populate the URL parameters using the following liquid variables:
https://thisismystore.myshopify.com/tools/survey/65a14bd871c76?order_id={{ id }}&first_name={{ billing_address.first_name }}&last_name={{billing_address.last_name }}&email={{ email }}
You would then paste the URL into the Button link field:
Th link in the order confirmation email will then contain the preloaded identifiable data.
Which Shopify notification email templates does this work with?
The following Shopify notification email templates are able to utilize this integration:
- order_confirmation
- order_edited
- order_edit_invoice
- store_receipt
- shipping_confirmation
- shipping_update
- shipment_out_for_delivery
- shipment_delivered
- order_cancelled
- refund_notification
- fulfillment_request
- customer_account_activate
- customer_account_welcome
- company_contact_welcome_email
- abandoned_checkout_notification
- gift_card_notification
- gift_card_confirmation
- contact_buyer
- new_order_notification
- return_label_notification
- pos_exchange_receipt
- exchange_v2_receipt
- customer_marketing_confirmation
- ready_for_pickup
- pickup_receipt
- local_out_for_delivery
- local_delivered
- local_missed_delivery
OrderlyEmails discount for Grapevine Surveys customers
Enter the following discount code when purchasing any email theme in the OrderlyEmails app to get 20% off:
GRAPEVINE-5B4AE8
Need any help?
If you need any help adding standalone survey page links into your OrderlyEmails templates then please do just get in touch and we will do our best to help.